Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
EVERCORE WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 743 | 5,964,089,979 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $358,521,221 | 1,862,158 | 0.01 | 0.01 | -39,374 | -2.07 | 12-31-2023 |
MICROSOFT CORP | COM | 2 | $342,347,796 | 910,403 | 0.01 | 0.01 | -20,898 | -2.24 | 12-31-2023 |
BLACKSTONE INC | COM | 3 | $208,401,991 | 1,591,827 | 0.00 | 0.00 | -50,292 | -3.06 | 12-31-2023 |
MASTERCARD INCORPORATED | CL A | 4 | $192,180,715 | 450,589 | 0.00 | 0.00 | -4,326 | -0.95 | 12-31-2023 |